1199 results found
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Ability to set up a task link in workflows
To automatically send of a smoke alarm compliance task for lease renewals and link to maintenance plus from the workflow (like the quick action buttons for lease dates, emails, etc).
2 votes -
BPay Facility to pay Settlement Agents from Sales Trust
Settlement Agents/Conveyancers are starting to use BPay facilities as it is a safer payment system and easier reconciliation for them. Currently PT is only set for cheque or EFT payments.
4 votes -
renter application and document auto delete after tenancy archived
As per new law the renter documents and application form required to be deleted after 3 years of tenancy finished.
There should be a option where we add renter documents in proeprty tree and once files archieved they should be automatically deleted2 votes -
automated communications
Inspection Notice: Residential Tenancies
The ability to change timing and communications information based on inspection type. Eg: Routine or IngoingThe information provided to an exiting tenant is different to an ongoing tenancy.
3 votes -
ACN
Under the ownership tag in property tree would love to have a section where if the property is owned by a corporation we can add the ACN.
Thank You,2 votes -
ability to create a prospect for a commercial tenant
ability to create a prospect for a commercial tenant so that you can add deposits and documents to the tenancy prior to lease signing
2 votes -
Tenant rent credit to appear on commercial tenant ledgers
In the event a Commercial/retail tenant has a rent-free period, if a credit is applied to an existing rent invoice, this is not recorded or reflected in the tenant ledger effectively. If a new employee was to take over, the ledger is extremely difficult to see if there was ever a credit applied, it just shows a lot of cancelled invoices and replacement invoices. A reason for the rent credit is requested when entering but is not noted down on the ledger once entered. The reason is only recorded on residential ledgers not commercial.
7 votes -
Saving a draft email when the system shuts down in the middle of an email.
Saving a draft email when the system shuts down in the middle of an email.
4 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
37 votes -
Add Strata Company/Contact Creation Within the Property Strata Screen
It would be a significant improvement if Property Tree allowed users to create or add a new strata company/contact directly from the Strata section within a property's details, rather than requiring users to leave the property, navigate to the Contractors module, create the contact there, and then return to the property.
A workflow similar to the Sales module would be ideal, where users can create a new conveyancer directly from the relevant screen without interrupting the setup process.
2 votes -
Tenants Manual water calculations can be calculated under the usage and update automatically to the property file
Tenants manual water calculations
2 votes -
Statements & EOFY automatically into documents
Would be great if owner statements and EOFY I&E could automatically be put in to the Documents tab so that Owners can see them. I've been told we need to load them in individually which is just not viable...
2 votes -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
10 votes -
app
Coming up to the Easter long weekend our team has suggested how handy it would be to be able to lodge work orders directly from the app. It seems to have mostly everything else that we need but this is one major thing that would benefit us !
4 votes -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
11 votes -
bond
When we enter a rent adjustment, the system has updated to have the option to also add the bond adjustment, it would be great if there was a way to enter a date when the bond is due to be paid and only then have it set as payment required as we are unable to receipt funds for the bond until the rent adjustment date.
3 votes -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
2 votes -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
2 votes -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes
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